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Building 2JACK PATTERSON & CO.

Map pinCORAL GABLES, FL
Phone305-648-3080
NotebookSEC #801-70847
Total AUM
$25M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2655 LE JEUNE ROAD
SUITE 909
CORAL GABLES
FL 33134
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
305-648-3080

ReceiptFinancials

Total AUM
$25M
Accounts
200
Discretionary
$25M
Accounts
200
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
ASSET ALLOCATION REVIEW SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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